Sarah Mitchell
Ideal Insurance Agency, Inc.
Surprise, Arizona
“I’d say that we have probably about 80% success with the leads that we’re getting.“
“[One account written was] $30,000, a commercial auto. Revenue, it was about $3,000-$5,000.”
“Claim-it does stand out as far as leads go, because we don’t have the insured being bombed with a bunch of phone calls at the same time… Usually we have really good rapport with the leads that we do get because they’re genuinely looking for insurance.”
Momentum Edge is an independent platform focused on delivering high-intent insurance referrals, modern distribution tools, and performance-driven growth for agencies. Built by a team with deep experience in digital insurance marketplaces, Momentum Edge reflects years of learning, iteration, and innovation within the industry. Start your journey here
Some of our content and success stories may reference prior experiences with TrustedChoice.com, an earlier iteration of the platform.
Keywords: Claim-it process; prospect info prior to purchasing; quality referrals; exclusive referrals; personal & commercial lines; close ratio: 80%; premium amount: $30k/one acct; commercial lines; ROI
